Importing and Exporting Extended Fields
Accolade provides Administrators and Process Designers the ability to export custom details, called extended fields, from one Accolade environment and import it into another Accolade environment. For example, your company may have a test environment set up during your implementation, or you may have company branches that are new to Accolade that are hosted in a separate environment. Instead of having to recreate extended fields in each environment, download the information and import it into the new environment.
The download exports the extended fields configuration into a spreadsheet file with the information in the following tab within the file:
To export extended fields:
- From the System menu, select Configuration > Extended Fields.
- Click Download in the top right corner of the page.
By default, the file exports automatically to a temporary internet files directory. Save it to a more accessible location.
To import extended fields into Accolade:
- Ensure the data within the spreadsheet meets the requirements for a successful import.
- Remove any extended fields that you do not want to include in the upload from the spreadsheet and save the file.
- From the System menu, select Configuration > Extended Fields.
- Click Upload in the top right corner of the page.
- Click Load File and select the spreadsheet file to load.
- Click Upload File.
Accolade uploads the changes to the extended fields in the spreadsheet.
- (Optional) Click Print to print the import results for your records.
Extended Fields Settings Included in the Spreadsheet File
The columns in the downloaded spreadsheet include the settings for each extended field in the order listed below.
Important! Using the import and export tools to update configuration can result in unintended changes if information is missing or creates an error during the import process. Sopheon recommends reviewing
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Extended Fields
Column Name Accepted Values on Upload* Additional Notes Extended Field System Name
Valid extended field system name
Used for matching for upload.
If an extended field exists, its settings are changed with the values in the uploaded file.
If invalid, the extended field does not upload.
Extended Field Name
Any
If blank, the extended field does not upload.
Extended Field ID
Valid system field ID
If blank, the extended field does not upload.
Datatype
Date Fields
List Fields
Long String Fields
Multi-Select List Fields
Number Fields
String FieldsIf blank, the extended field does not upload.
Query
Valid query in Accolade
Either Query or Defined List must be entered if the Data Type is a List Field or Multi-List Field.
If not a list field, leave blank.
Defined List
Any
Separate list items using the pipe ( | ) character.
Either Query or Defined List must be entered if the Data Type is a List Field or Multi-List Field.
If not a list field, leave blank.
Activities
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Deliverables
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Pools
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Timesheets
Yes, Y, True, 1, X*
All other values are treated as No on upload.
User Active
Yes, Y, True, 1, X*
All other values are treated as No on upload.
User Required
Yes, Y, True, 1, X*
All other values are treated as No on upload.
User Searchable
Yes, Y, True, 1, X*
All other values are treated as No on upload.
Order
Any number
The field is set to 0 on upload if no value is entered or the value is not a number.
* For any column that accepts Yes, Y, True, 1, or X, you can also enter No, N, False, or 0 if it helps you when entering data in the spreadsheet. All values other than Yes, Y, True, 1, or X are treated as No when you upload the spreadsheet.
- Importing and Exporting Access Groups
- Importing and Exporting Accolade Charts
- Importing and Exporting Accolade Online Reports
- Importing and Exporting Classes
- Importing and Exporting Configuration Components Best Practices
- Importing and Exporting Configuration Components Overview
- Importing and Exporting Extended Fields
- Importing and Exporting Functional Areas and Functions
- Importing and Exporting Global Links
- Importing and Exporting HTML Reports
- Importing and Exporting Layouts
- Importing and Exporting Matrices
- Importing and Exporting Migration Maps
- Importing and Exporting MS Excel Reports
- Importing and Exporting Parameters
- Importing and Exporting Process Models
- Importing and Exporting Project Link Types
- Importing and Exporting Queries
- Importing and Exporting Quick Grids
- Importing and Exporting Quick Grids
- Importing and Exporting Reference Tables
- Importing and Exporting Security Profiles
- Importing and Exporting Templates
- Importing and Exporting Workflows